Seaview Investment Managers LLC Takes Position in The Charles Schwab Corporation $SCHW

Seaview Investment Managers LLC bought a new stake in The Charles Schwab Corporation (NYSE:SCHW) during the 4th quarter, HoldingsChannel reports. The fund bought 80,345 shares of the financial services provider’s stock, valued at approximately $8,027,000. Charles Schwab comprises approximately 3.0% of Seaview Investment Managers LLC’s holdings, making the stock its 18th biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in SCHW. Dogwood Wealth Management LLC boosted its holdings in Charles Schwab by 99.2% during the fourth quarter. Dogwood Wealth Management LLC now owns 247 shares of the financial services provider’s stock worth $25,000 after buying an additional 123 shares in the last quarter. Piscataqua Savings Bank purchased a new stake in Charles Schwab during the fourth quarter worth about $26,000. GoalVest Advisory LLC purchased a new stake in Charles Schwab during the fourth quarter worth about $28,000. Beacon Financial Strategies CORP purchased a new stake in Charles Schwab during the fourth quarter worth about $29,000. Finally, Optima Capital LLC purchased a new stake in Charles Schwab during the fourth quarter worth about $30,000. Hedge funds and other institutional investors own 84.38% of the company’s stock.

Insider Activity

In other news, insider Paul V. Woolway sold 15,884 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $95.12, for a total value of $1,510,886.08. Following the completion of the transaction, the insider owned 35,992 shares of the company’s stock, valued at $3,423,559.04. The trade was a 30.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Dennis Howard sold 27,903 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $95.02, for a total transaction of $2,651,343.06. Following the completion of the transaction, the insider directly owned 10,470 shares of the company’s stock, valued at approximately $994,859.40. This represents a 72.72% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 126,924 shares of company stock worth $12,268,634. Corporate insiders own 6.30% of the company’s stock.

Trending Headlines about Charles Schwab

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: CEO Rick Wurster said Schwab is focused on attracting customers through wealth-building services rather than “meme coins” or prediction markets, and he argued the stock deserves a higher valuation. That can support investor optimism about Schwab’s growth strategy and premium potential. Article Title
• Positive Sentiment: Separately, another report highlighted Wurster’s view that Schwab’s stock deserves a higher valuation, reinforcing the message that management believes the company is undervalued relative to its prospects. Article Title
• Neutral Sentiment: Multiple articles about the 2026 Charles Schwab Challenge, including field previews and Brooks Koepka’s withdrawal, are mainly sports sponsorship headlines and are unlikely to have a direct material impact on SCHW shares. Article Title
• Neutral Sentiment: Coverage of Dave Ramsey and Schwab discussing traditional and Roth IRAs is more of a consumer-finance/media mention than a market-moving catalyst for the company. Article Title
• Neutral Sentiment: LPL Financial’s strong April asset growth reflects healthy industry demand for brokerage and advisory services, which is mildly supportive for peers like Schwab but not a direct company-specific catalyst. Article Title

Analysts Set New Price Targets

A number of analysts recently commented on SCHW shares. Raymond James Financial boosted their price objective on shares of Charles Schwab from $126.00 to $137.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Piper Sandler lifted their target price on shares of Charles Schwab from $103.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, May 15th. Barclays lifted their target price on shares of Charles Schwab from $117.00 to $127.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. UBS Group cut their target price on shares of Charles Schwab from $125.00 to $119.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. Finally, TD Cowen lifted their target price on shares of Charles Schwab from $108.00 to $109.00 and gave the stock a “buy” rating in a research report on Friday, May 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Charles Schwab has an average rating of “Moderate Buy” and an average price target of $114.30.

Charles Schwab Stock Performance

NYSE:SCHW opened at $90.26 on Tuesday. The firm has a 50 day simple moving average of $92.68 and a 200-day simple moving average of $95.83. The company has a debt-to-equity ratio of 0.48, a current ratio of 0.62 and a quick ratio of 0.62. The firm has a market cap of $156.97 billion, a PE ratio of 17.91, a P/E/G ratio of 0.63 and a beta of 0.80. The Charles Schwab Corporation has a 1-year low of $85.76 and a 1-year high of $107.50.

Charles Schwab (NYSE:SCHW) last posted its quarterly earnings data on Thursday, April 16th. The financial services provider reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.04. The business had revenue of $6.48 billion during the quarter, compared to analyst estimates of $6.39 billion. Charles Schwab had a net margin of 37.99% and a return on equity of 23.05%. The company’s revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.04 earnings per share. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. On average, equities analysts expect that The Charles Schwab Corporation will post 6.12 EPS for the current year.

Charles Schwab Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Friday, May 8th were given a $0.32 dividend. This represents a $1.28 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Friday, May 8th. Charles Schwab’s payout ratio is currently 25.40%.

Charles Schwab Company Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.